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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HHAM
2026
HITE Hedge Asset Management
Massachusetts
$368M +$53.7M +17% 2.81% 57.9% 92 36.96%
SSWM
2027
Sheets Smith Wealth Management
North Carolina
$368M -$5M -1% 1.02% 75.8% 290 26.9%
LBG
2028
Lloyds Banking Group
United Kingdom
$367M -$46.5M -11% 1.08% 46.6% 529 3.97%
MAM
2029
Mark Asset Management
New York
$367M -$4.95M -1% 1.62% 234% 71 35.21%
DAM
2030
Davis Asset Management
California
$366M +$43.7M +14% 0.6% 89.8% 33 51.52%
OAM
2031
Oberweis Asset Management
Illinois
$365M -$40.5M -10% 0.59% 312% 156 26.28%
LG
2032
LaFleur & Godfrey
Michigan
$365M -$11.2M -3% 0.68% 85.2% 81 11.11%
KGI
2033
Kopernik Global Investors
Florida
$365M +$83.7M +30% 16.9% 152% 21 14.29%
FAM
2034
Foundation Asset Management
New York
$365M +$16.2M +5% 2.34% 126% 24 54.17%
AP
2035
Archon Partners
New Jersey
$364M -$10.7M -3% 0.01% 88.8% 64 23.44%
KC
2036
Kelso & Company
New York
$364M -$17.8M -5% 4.65% 1 0%
WRM
2037
Westport Resources Management
Connecticut
$364M -$4.14M -1% 0.59% 30.6% 1,084 12.27%
AHC
2038
Adell Harriman & Carpenter
Texas
$364M $0 0% 0.64% 128% 131 0%
SMI
2039
Shelter Mutual Insurance
Missouri
$363M -$2.34M -0.6% 0.13% 46.6% 45 0%
VAM
2040
Visionary Asset Management
Texas
$363M -$64.1M -15% 2.41% 31.9% 444 75.68%
JWM
2041
Jacobus Wealth Management
Wisconsin
$363M -$28M -7% 0.65% 17.2% 329 11.25%
1IA
2042
1834 Investment Advisors
Wisconsin
$363M -$6.86M -2% 1.11% 51.8% 166 7.23%
GECH
2043
Garnet Equity Capital Holdings
New York
$362M +$40.6M +13% 1.4% 230% 37 24.32%
HHGA
2044
Halbert Hargrove Global Advisors
California
$362M +$30.4M +9% 3.42% 60.8% 167 42.51%
BCM
2045
BTR Capital Management
California
$362M -$2.14M -0.6% 1.17% 35% 139 7.19%
CC
2046
Callan Capital
California
$361M -$12.5M -3% 6.61% 20.1% 81 28.4%
CC
2047
Cornerstone Capital
California
$361M -$10.5M -3% 1.04% 74.7% 70 2.86%
CAPTRUST Financial Advisors
2048
CAPTRUST Financial Advisors
North Carolina
$361M -$76.4M -17% 1.7% 60% 156 69.23%
AF
2049
Arrow Financial
New York
$360M -$9.48M -3% 1.33% 53.2% 436 23.85%
JFG
2050
JMG Financial Group
Illinois
$360M +$5.18M +1% 1.83% 48.2% 56 3.57%